September CPI for Spain comes in hotter than expected at 4.9%
Spain's preliminary September CPI rose 4.9% y/y, above the 4.6% expected, while HICP increased 5.0%.
29/09/2026 07:127 min read
Macro News
Inflation, employment, growth data and central bank decisions, and how they reprice risk across markets.
Bullock says RBA to weigh August CPI lightly amid policy lag
RBA's Bullock downplays August CPI as a policy trigger, citing monetary policy lag and stressing the report's limited forward guidance.
29/09/2026 06:317 min read
Bullock: RBA prepared to raise rates again if necessary
RBA Governor Bullock said the bank will raise rates again if needed, but today's hike may be the last for now if inflation risks ease.
29/09/2026 06:087 min read
Goldman's Sehgal Prefers AI Infrastructure Over High-Yield Bonds
Goldman Sachs' Anshul Sehgal favors AI infrastructure over bonds yielding 5%+, citing limited upside in long bonds.
29/09/2026 04:1612 min read
Janus Henderson strategist sees market peak approaching, uncertain on timing
Janus Henderson's Michael Contopoulos said the market is nearing its top but cannot specify when. He discussed interest rates and the economy on CNBC.
29/09/2026 03:119 min read
Rising Rates and Oil Squeeze Stocks, Panel Splits on Strategy
Rising rates and oil split CNBC's Investment Committee: Weiss raises cash, Lebenthal stays fully invested.
29/09/2026 02:1110 min read
Australian consumer spending held steady in August, undershooting forecasts
Australian household spending was flat in August, short of the 0.4% forecast, as the RBA prepared to raise the cash rate to 4.60%.
29/09/2026 01:5216 min read
Shop price inflation dips to 1.4% as UK retailers seek budget rate relief
Annual UK shop price inflation slowed to 1.4% in September, while the BRC warned retailers need business rates support to keep prices down.
29/09/2026 00:2514 min read
US yield curve flattening points to tighter Fed policy, not recession: UBS
UBS says the flatter US yield curve reflects tighter Fed policy, not recession, pointing to resilient jobs and earnings.
29/09/2026 00:0420 min read
US 10-year yield tops 5.2% for first time since 2007 on auction weakness
The US 10-year Treasury yield rose above 5.2%, its highest since June 2007, driven by weak auction demand and expectations of tighter Fed policy.
28/09/2026 23:1214 min read
Fed's Cook says AI and oil sustain inflation pressure, rate hikes hinge on data
Fed's Lisa Cook warns AI and oil will sustain inflation, further rate hikes depend on data. Bowman no comment.
28/09/2026 21:0119 min read
Asia events on Sept 29, 2026: RBA set to hike rates
Asia calendar for Sept 29, 2026 is quiet; RBA expected to raise rates by 25 bps.
28/09/2026 20:311 min read
Oil swings on Iran headlines, yields rise, stocks decline
Oil prices fluctuated on Iran deal talk, US Treasury yields rose, and stocks declined.
28/09/2026 20:234 min read
Trump to deliver Oval Office remarks on steel mill project
Trump to speak from Oval Office at 2 p.m. ET about a $15B Iowa steel mill; crude oil settles up 18 cents at $92.59 after earlier high of $96.54.
28/09/2026 18:012 min read
Trump ready to relax sanctions, free frozen funds for nuclear advances - report
Al Jazeera, citing a US official, says Trump is ready to ease sanctions and release frozen funds for nuclear progress.
28/09/2026 16:312 min read